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KB Financial Partners’s Williams Companies WMB Stock Holding History

KB Financial Partners’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$8K Hold
252
– – ﹤0.01% 403
2023
Q2 		$8K Hold
252
– – ﹤0.01% 408
2023
Q1 		$8K Hold
252
– – ﹤0.01% 397
2022
Q4 		$8K Hold
252
– – ﹤0.01% 391
2022
Q3 		$7K Hold
252
– – ﹤0.01% 395
2022
Q2 		$8K Hold
252
– – ﹤0.01% 382
2022
Q1 		$8K Hold
252
– – ﹤0.01% 433
2021
Q4 		$7K Buy
+252
New +$6.96K ﹤0.01% 475
2021
Q3 		– Sell
-252
Closed -$7K – 565
2021
Q2 		$7K Hold
252
– – ﹤0.01% 443
2021
Q1 		$6K Buy
+252
New +$5.72K ﹤0.01% 498

Other funds holding WMB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KB Financial Partners's WMB Position: Q3 2023 in Review

KB Financial Partners held its Williams Companies (WMB) position steady in Q3 2023 at 252 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

KB Financial Partners first reported a position in WMB in Q1 2021 and has held it in 10 quarters since. 1,144 funds tracked by Wall St. Rank hold WMB as of Q3 2023.

  • KB Financial Partners held 252 shares of Williams Companies worth $8K as of Q3 2023.
  • KB Financial Partners left its Williams Companies share count unchanged in Q3 2023.
  • Williams Companies made up ﹤0.01% of KB Financial Partners's portfolio in Q3 2023, its #403 holding.
  • KB Financial Partners first reported a position in Williams Companies in Q1 2021 and has held it in 10 quarters since.
  • 1,144 funds tracked by Wall St. Rank held Williams Companies as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.